+1,763.3%
LSCC vs DOV
+289.1%
+1,474.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.2% |
| 7D | +1.3% | -2.7% | +4.0% | +3.5% |
| 30D | -9.7% | -8.1% | -1.6% | -3.2% |
| 3M | -23.7% | -9.4% | -14.3% | -17.6% |
| 6M | +26.5% | -12.6% | +39.1% | +41.7% |
| YTD | +57.5% | -0.5% | +58.0% | +59.1% |
| 1Y | +75.7% | +9.2% | +66.4% | +64.3% |
| 3Y | +19.5% | +34.1% | -14.7% | -1.1% |
| 5Y | +83.8% | +17.3% | +66.5% | +66.8% |
| All | +1,763.3% | +289.1% | +1,474.3% | +936.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling